HL D&I Halla · 014790
- Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East)
- Jun 26: 2 Strong Themes — Construction (Small & Mid Cap), Cement & Ready-Mix Concrete
- Dec 30: 8 Strong Themes — Semiconductor Equipment, Construction (Small & Mid Cap)
- Dec 5: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Sep 8: 8 Strong Themes — Medical Devices, Construction (Small & Mid Cap)
- Jul 9: 8 Strong Themes — Securities Brokers, Holding Companies
- Jul 31: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Asphalt Concrete
- Jul 17: 8 Strong Themes — Beauty & Cosmetics, Shipbuilding Equipment
- May 24: 8 Strong Themes — Food, Animal Feed
- Dec 1: 8 Strong Themes — Construction (Small & Mid Cap), Semiconductor Equipment
- Aug 11: 8 Strong Themes — Wind, Hydrogen (Fuel Cells, Vehicles)
- Apr 28: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Beauty & Cosmetics
- Feb 23: 8 Strong Themes — Shipbuilding Equipment, Korea-Russia Gas Pipeline
- Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping
- May 27: 8 Strong Themes — SPACs, Fashion & Clothing
- Dec 24: 5 Strong Themes — Semiconductor Majors (Fabrication), Construction Majors / Construction (Small & Mid Cap)
- Weekly Theme Wrap (Dec 7 – Dec 11)
- Dec 11: 8 Strong Themes — Remote Work & Smart Work, COVID (Diagnostics, Treatments, Vaccines)
- Aug 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Securities Brokers
- Sep 21: 3 Strong Themes — OLED Displays, North Korea